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Vanguard Ultra-Short Bond ETF

341 hedge funds and large institutions have $2.68B invested in Vanguard Ultra-Short Bond ETF in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 132 increasing their positions, 106 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 26

25% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 106

13% more capital invested

Capital invested by funds: $2.38B → $2.68B (+$300M)

8% more funds holding in top 10

Funds holding in top 10: 2527 (+2)

8% more funds holding

Funds holding: 316341 (+25)

0.59% more ownership

Funds ownership: 54.14%54.73% (+0.59%)

Holders
341
Holders Change
+25
Holders Change %
+7.91%
% of All Funds
4.57%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.36%
New
54
Increased
132
Reduced
106
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$974M -$83.8M -1,685,384 -8%
BI
2
Bramshill Investments
Florida
$99.9M +$99.6M +2,002,873 New
Renaissance Technologies
3
Renaissance Technologies
New York
$90.4M +$12.7M +255,000 +16%
BTI
4
Blue Trust Inc
Georgia
$86.1M +$5.16M +103,754 +6%
ETC
5
Exchange Traded Concepts
Oklahoma
$82.5M +$82.3M +1,655,384 New
Bank of America
6
Bank of America
North Carolina
$71.9M +$12.2M +246,118 +21%
WBG
7
Wharton Business Group
Pennsylvania
$69.1M -$3.19M -64,240 -4%
Wells Fargo
8
Wells Fargo
California
$56.4M -$1.63M -32,685 -3%
AW
9
Avion Wealth
Texas
$54M +$30.1K +605 +0.1%
LPL Financial
10
LPL Financial
California
$50M +$3.41M +68,554 +7%
PCFFS
11
Pacific Center for Financial Services
California
$48.4M +$3.15M +63,293 +7%
HighTower Advisors
12
HighTower Advisors
Illinois
$41.1M +$9.19M +184,868 +29%
ABWM
13
Alpine Bank Wealth Management
Colorado
$39.4M +$39.3M +789,644 New
RWI
14
Red Wave Investments
Pennsylvania
$31.5M +$1.74M +35,047 +6%
GWM
15
Global Wealth Management
New Jersey
$29.6M +$16.1M +323,979 +120%
DK
16
David Kennon
Florida
$26M +$2.67M +53,640 +11%
WA
17
Waverly Advisors
Alabama
$21.2M -$57.9K -1,165 -0.3%
HKAM
18
Horizon Kinetics Asset Management
New York
$19.7M +$11.2M +225,141 +132%
FWM
19
Fonville Wealth Management
Virginia
$19M +$1.97M +39,619 +12%
Focus Partners Wealth
20
Focus Partners Wealth
Massachusetts
$18.6M -$704K -14,163 -4%
VBFP
21
Valtinson Bruner Financial Planning
Minnesota
$17.1M +$17.1M +343,751 New
FA
22
Fortis Advisors
Pennsylvania
$17.1M -$613K -12,319 -3%
CFO
23
Colony Family Offices
North Carolina
$15.1M -$493K -9,920 -3%
CGL
24
Clarius Group LLC
Washington
$15.1M +$13.6M +272,619 +905%
Raymond James Financial
25
Raymond James Financial
Florida
$15M -$1.29M -25,856 -8%

VUSB Hedge Fund Activity: Q1 2025 in Review

341 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Vanguard Ultra-Short Bond ETF (VUSB) for Q1 2025, worth a combined $2.68B — up 13% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new VUSB positions and 26 closed out — a net gain of 28 holders — while 132 added to existing stakes and 106 trimmed.

The largest buyer was Bramshill Investments, opening a new position worth an estimated $99.6M. The largest seller was JP Morgan Chase, cutting an estimated $83.8M.

  • 341 institutional investors held Vanguard Ultra-Short Bond ETF (VUSB) as of Q1 2025, up from 316 in Q4 2024.
  • Funds reported $2.68B of Vanguard Ultra-Short Bond ETF stock for Q1 2025, up 13% quarter-over-quarter.
  • 54 funds opened new Vanguard Ultra-Short Bond ETF positions in Q1 2025 and 26 closed out, a net change of +28 holders.
  • The largest Vanguard Ultra-Short Bond ETF buyer in Q1 2025 was Bramshill Investments, an estimated $99.6M added.
  • The largest Vanguard Ultra-Short Bond ETF seller in Q1 2025 was JP Morgan Chase, an estimated $83.8M sold.

Based on aggregated 13F filings for Q1 2025.